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| Keyboard |
| Wrona Investment Management LLC
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|---|---|
| CRD # | 306791 |
| SEC # | 801-117877 |
| CIK # | |
| AUM | 34.1 M (2026-06-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 910-603-9075 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 34.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 34.1 |
| By Discretionary | ||
| Discretionary | 1 | 34.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 34.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 34.1 | |
| Total | 1 | 34.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gemcorp Capital Advisors LLC
✚
|
NY | 36.5 M |
|
Concourse Capital Advisors LLC
✚
|
GA | 36.1 M |
|
Bertolet Capital LLC
✚
|
NY | 35.8 M |
|
Gurufocus Investments LLC
✚
|
TX | 35.8 M |
|
Leatherback Asset Management LLC
✚
|
FL | 35.0 M |
|
Berenberg Asset Management LLC
✚
|
NY | 34.8 M |
|
Acquirers Funds LLC
✚
|
CA | 33.1 M |
|
Sarmaya Partners LLC
✚
|
TX | 33.0 M |
|
ARCA Capital Management LLC
✚
|
CA | 32.8 M |
|
Prospect Enhanced Yield Management LLC
✚
|
FL | 31.7 M |